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Hosted by Kyle Bass
9 episodes with Kyle Bass
8 episodes with Kyle Bass
9 episodes with Kyle Bass
4 episodes with Kyle Bass
3 episodes with Kyle Bass
2 episodes with Kyle Bass
3 episodes with Kyle Bass
4 episodes with Kyle Bass
出國上網，不用再那麼麻煩了 由 NordVPN 所推出的 Saily eSIM 服務，真的方便好用 下載 Saily eSIM 的 APP，在裡面購買並且啟用，eSIM 就可以開始作用 超過 200 個國家使用，還可以幫你追蹤網路使用量 立刻點及專屬連結下載，結帳時使用M觀點的優惠代碼 [miula]，立即享有專屬 eSIM 方案 85 折優惠！ M觀點 X Saily eSIM - https://saily.com/miula --- EP194. 特斯拉自駕大利多、英特爾 18A 進度、小編該不該加薪 | M觀點 --- (00:40) EP194 預告 (02:05) 業配時間：Saily eSIM (06:25) 閒聊時間：美股近期行情 + Bill Ackman & Kyle Bass 關稅戰看法 (10:47) 第一個話題 ：特斯拉自駕大利多 (25:40) 第二個話題 ：英特爾 18A 進度 (39:52) 第三個話題 ：小編該不該加薪 --- M觀點資訊 --- 科技巨頭解碼: https://bit.ly/3koflbU M觀點 Telegram - https://t.me/miulaviewpoint M觀點 IG - https://www.instagram.com/miulaviewpoint/ M觀點Podcast - https://bit.ly/34fV7so M報: https://bit.ly/345gBbA M觀點YouTube頻道訂閱 https://bit.ly/2nxHnp9 M觀點粉絲團 https://www.facebook.com/miulaperspective/ 任何合作邀約請洽 miula@outlook.com -- Hosting provided by SoundOn
Kyle Bass said the US may need to undergo a recession as it reorders its global trade ties and attempts to rein in the federal deficit. ”We have to make some difficult choices,” the Dallas-based investor said in an interview on Bloomberg Television. “Both of those things might be slightly recessionary, and if that’s true, we might have to go to a brief recession in order to rebuild our foundation.”President Donald Trump’s moves to drastically increase trade levies sent equity valuations plunging and US yields soaring before Trump put in a 90-day pause. There still remain increased duties on major trading partners while the administration has ratcheted up the US tariff on goods from China to at least 145% — a result of a 125% rate that includes “reciprocal” duties and a 20% rate imposed by Trump earlier this year over fentanyl trafficking.See omnystudio.com/listener for privacy information.
God's Debris: The Complete Works, Amazon https://tinyurl.com/GodsDebrisCompleteWorksFind my "extra" content on Locals: https://ScottAdams.Locals.comContent:Politics, Robbie Starbuck, NATO Shoshana Chatfield, Fannie Mae Unethical Conduct, Bill Pulte, Panama Canal, Pete Hegseth, Flu Shot Study, Trust in Science, Jack Smith Biden Staffers, CNN Harry Enten, President Trump, Tariffs, Scott Bessent, Trade Imbalance, China GDP, Kyle Bass, China's Reserve Adequacy, China's Financial Challenges, Grok Excellence, US Treasuries, Hedge Fund Treasuries, Elon vs Navarro, 2 Head Shots Suicide, Ryan Routh Stinger, Disability Claims Activist Judges, RFK Jr. Fluoride, Mike Benz, Anti-AFD Lawfare, China Trade War Options, Scott Adams~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.
Stocks are selling off as growing uncertainty on U.S. trade policy and a more grim outlook on inflation weighs on investor sentiment. Plus, Coreweave makes its public debut, but immediately comes under pressure after pricing below its expected range. And China hawk Kyle Bass chimes in on the market sell-off, saying the economy actually needs a “slight recession”.
The markets ended February on a low note as investors digest global and domestic uncertainty and prepare for tariffs set to take effect on Tuesday. Cryptocurrency, however, has rallied on President Trump's announcement of a strategic crypto reserve. In the aftermath of the heated discussion between President Trump and Ukrainian President Zelenskyy, author, editor, and international affairs professor Nina Khrushcheva examines the U.S. agenda and next steps for Russian President Putin. Hayman Capital Management founder Kyle Bass considers Ukraine's geopolitical position and the shift in war sentiment among conservatives in the United States. Plus, Anora took home 5 awards from Sunday's Oscars. Puck founding partner Matt Belloni discusses the other winners, the surprises, and the streaming factor in this year's Academy Awards. Megan Cassella - 07:23Nina Khrushcheva - 12:57Kyle Bass - 21:11Matt Belloni - 31:45 In this episode:Matt Belloni, @MattBelloniKyle Bass, @JkylebassMegan Cassella, @mmcassellaMelissa Lee, @MelissaLeeCNBCJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY
Kyle Bass is the Founder/CIO of Hayman Capital Management, L.P., an investment manager of private funds focused on global event-driven opportunities, and the Co-Founder and Chief Executive Officer of Conservation Equity Management, an impact and natural capital private equity firm. Kyle is also the Co-Chief Executive Officer of the newly formed Rochefort Management, a private credit firm focused on the Critical Technology Initiative – a joint effort between the Small Business Administration and the Department of Defense to attract private investment into technology areas deemed critical to national and economic security. Mr. Bass is a Life Member of the Council on Foreign Relations and the recipient of the 2019 Foreign Policy Association Medal for his responsible internationalism. Mr. Bass has lectured on global economics, national security, geopolitics, and the architecture of the Chinese financial system at various universities. Mr. Bass is the former Chair of the Risk Committee of the Board of Directors of the University of Texas Investment Management Company (UTIMCO), which manages approximately $75 billion. We discuss: - Predicting the GFC and attempting to warn Bear Stearns and the SEC of the coming collapse - The global state of affairs: China, Taiwan, Russia, Iran and BRICS - How the U.S. and Trump should combat China - The rise of the U.S. Defense-Tech industry - Why Texas is the Growth Engine for the world (00:00:00) - Intro (00:04:03) - Introducing Kyle (00:05:58) - Short-Selling Thesis (00:11:45) - Predicting the GFC (00:19:50) - Trying to warn Bear Stearns & the SEC (00:25:39) - How to hire a contrarian (00:29:23) - China-Taiwan (00:33:34) - How Trump can have a successful presidency concerning China (00:44:17) - Iran (00:46:34) - Why some wealthy Americans are pro-China (00:49:32) - The Chinese land grab in America (00:52:41) - Texas: The growth engine of the world (00:58:47) - The Defense-Tech Industry in America (01:02:03) - What Kyle will invest in (01:05:19) - The Texas migration and influence (01:09:23) - What do you want to be known for? Support our Sponsors Vesto: https://www.vesto.com/fort BetterPitch: https://bit.ly/42d9L0I Fort: https://bit.ly/FortCompanies Follow Fort on LinkedIn: https://www.linkedin.com/company/fort-companies/ Chris on Social Media: The Fort Podcast on Twitter/X: https://x.com/theFORTpodcast Instagram: https://www.instagram.com/thefortpodcast LinkedIn: https://bit.ly/45gIkFd Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO The FORT is produced by Johnny Podcasts
On Episode 499 of The Core Report, financial journalist Govindraj Ethiraj talks to J. Kyle Bass, Founder and Chief Investment Officer at Hayman Capital Management. SHOW NOTES (00:00) Introduction (01:38) Markets on Tuesday (02:52) The Rupee is Up (03:18) The China Syndrome (05:07) India Has Outgrown Emerging Markets – J. Kyle Bass Explains Why Register for India Energy Week, Feb 11-14 Listeners! We await your feedback.... The Core and The Core Report is ad supported and FREE for all readers and listeners. Write in to shiva@thecore.in for sponsorships and brand studio requirements For more of our coverage check out thecore.in Join and Interact anonymously on our whatsapp channel Subscribe to our Newsletter Follow us on: Twitter | Instagram | Facebook | Linkedin | Youtube
James Baldwin and the Reverend Dr. Martin Luther King Jr. were two of the most influential thinkers of the Civil Rights Movement. This hour, we reflect on their legacies as we think about our present political moment. Kyle Bass wrote the play Citizen James, or the Young Man Without a Country, which will be performed in Hartford in February. It portrays a young James Baldwin at an inflection point in his life, before he became a renowned writer. And Randal Maurice Jelks is the Ruth N. Halls Professor of African American and African Diaspora Studies at Indiana University Bloomington. His book Letters to Martin: Meditation on Democracy in Black America started as a talk he gave shortly after President Donald Trump’s first inauguration back in 2017. It puts Dr. King’s ideas in conversation with present-day political questions. GUESTS: Kyle Bass: Resident Playwright at Syracuse Stage and Assistant Professor of Theater at Colgate University. His play Citizen James, or the Young Man Without a Country is being performed by Hartford's Heartbeat Ensemble in February. Randal Maurice Jelks: The Ruth N. Halls Professor of African American and African Diaspora Studies at Indiana University Bloomington. He is also a documentary film producer and author whose books include Letters to Martin: Meditations on Democracy in Black America. You can find more information about Heartbeat Ensemble's performances of Kyle Bass' play Citizen James, or the Young Man Without a Country here.See omnystudio.com/listener for privacy information.
On the latest Whisper in the Wings from Stage Whisper, we welcomed on the playwright Kyle Bass to talk about his newest work, Citizen James, or the Young Man Without a Country. This was a wonderful conversation about not only a fantastic new piece of theatre, but about an incredible icon in history. So make sure you tune in and turn up for this great production!HartBeat Ensemble PresentsCitizen James, or the Young Man Without A CountryFebruary 6th-16th@ The Carriage House Theatre (Hartford, CT)Tickets and more information are available at HartBeatEnsemble.org And be sure to follow Kyle to stay up to date on all his upcoming projects and productions:kylebassplaywright.com
DeepSeek has upended the conventional wisdom about what it takes to make an advanced large language model, but as the market reacts, Box CEO Aaron Levie says there are very few losers from the breakthrough. Plus, we talk to Kyle Bass about DeepSeek changes the state of the AI arms race between the U.S. and China.
Kyle Bass is the founder and chief investment officer of Hayman Capital Management, and he's known for his prescient bets on major global economic events.In this episode, we dive into why he believes China's economy is collapsing, why Bytedance hasn't sold TikTok despite a looming January deadline, and what he believes the big economic and financial priorities of the incoming Trump administration should be.Views expressed in this video are opinions of the host and the guest, and do not necessarily reflect the views of The Epoch Times.
Your morning briefing, the business news you need in just 15 minutes.On today's podcast: (1) Billionaire Elon Musk and entrepreneur Vivek Ramaswamy will lead a new Department of Government Efficiency tasked to “dismantle Government Bureaucracy, slash excess regulations, cut wasteful expenditures, and restructure Federal Agencies,” President-elect Donald Trump announced. (2) The expected appointment of officials with strong anti-China views to President-elect Donald Trump's cabinet was welcomed by hedge fund veteran Kyle Bass, even as it risks straining ties between the world's largest economies. (3) Federal Reserve Bank of Minneapolis President Neel Kashkari said he'll be looking at incoming inflation data to determine whether another interest-rate cut is appropriate at the US central bank's December meeting. It comes as traders are loading up on bets for further losses in the Treasury market in anticipation that Donald Trump's pledged policies will rekindle inflation and keep US interest rates high. (4) Germany's election campaign kicks into high gear on Wednesday, when Chancellor Olaf Scholz makes his case in a public address for another term, despite polls showing voters are overwhelmingly looking for a change. (5) The Bank of France expects the economy to stagnate in the fourth quarter after growth was boosted by the Paris Olympics in the previous three months and as the political situation continues to add to business uncertainty. (6) Apple, aiming to catch up with rivals in the smart home market, is nearing the launch of a new product category: a wall-mounted display that can control appliances, handle videoconferencing and use AI to navigate apps. See omnystudio.com/listener for privacy information.
Kyle Bass, Chief Investment Officer at Hayman Capital Management, discusses the implications of tariffs as an economic policy tool, the current inflationary environment, and the risks associated with investing in China. He emphasizes the importance of national security in economic decisions and the potential for geopolitical uncertainty to influence U.S. investments. Bass also addresses the economic challenges facing the U.S. and offers a perspective on the future growth potential of the U.S. economy. Hosted by J.D. Durkin The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded security as a recommendation to buy, sell or hold that cryptocurrency or security. Guests and hosts are not affiliated with or endorsed by Public Holdings or its subsidiaries. You should make your own financial and investment decisions or consult respective professionals. Full disclosures are in the channel description. Learn more at Public.com/disclosures. Past performance is not a guarantee of future results. There is a possibility of loss with any investment. Historical or hypothetical performance results, if mentioned, are presented for illustrative purposes only. Do not infer or assume that any securities, sectors or markets described in the videos were or will be profitable. Any statements of future expectations and other forward-looking statements are strictly based on the current views, opinion, or assumptions of the person presenting them, and should not be taken as an indicator of performance nor should be relied upon as an investment advice.
This week, Doug and Greg Stokes interview Kyle Bass, Founder & Chief Investment Officer of Hayman Capital Management, and a prominent macro strategist. They discuss the current economic landscape, the implications of Federal Reserve policies, the real estate market, and the geopolitical tensions surrounding China and Taiwan. Bass provides insights into the economic challenges facing the U.S. and China, the importance of tariffs, the financial/defense ramifications of the election, and America's exceptionalism in the global economy. Key Takeaways [00:16] - Introduction to Kyle Bass and the current macro landscape [08:56] - The real estate market and economic implications [17:22] - Tariffs, trade, and economic strategy [24:47] - China's economic crisis and its global impact [33:06] - Geopolitical tensions: Taiwan and the West [42:50] - How do we become more self-reliant in defense tech? [46:53] - America's economic exceptionalism, growth in Southern states, & future outlook View Transcript Links J. Kyle Bass, Founder & Chief Investment Officer, Hayman Capital Management Ben Bernanke's helicopter speech Samsung's $17B investment in Taylor, TX Connect with our hosts Doug Stokes Greg Stokes Stokes Family Office Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts lagniappe.stokesfamilyoffice.com Disclosure The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
His critics have called him “one of the most notorious patent trolls in America.” Many others have tried and failed to emulate his success. However, it's hard to deny that Erich Spangenberg is in many ways a singular visionary in the world of patents. If there are celebrities in the patent world, it's Erich Spangenberg.Thanks for reading Voice of IP! Subscribe for free to receive updates.As the founder of IPNav, he completed over 1000 licensing transactions - worth billions of dollars. To the surprise of many, he then joined forces with hedge fund manager Kyle Bass to challenge pharma patents under the AIA. More recently, he founded IPwe - a blockchain-based platform for patent transactions. On this episode, Erich shares the story of how being sued for patent infringement by Ronald Katz led him to embrace the patent monetization field. He also shares his strategies for successful patent assertion, his candid perspective on being labeled a “patent troll,” why big corporations wanted him to work for them, what he thinks the role of generative AI will be for IP, his plans for IPwe after its bankruptcy, and much more! Key Takeaways:* Innovative Approach to Patent Assertion: Erich Spangenberg's strategies involve early information sharing and comprehensive presentations to inform and engage potential infringers.* Learning from the Best: Insights gained from industry veterans like Ron Katz and applying asset management principles, rather than merely advocating, have been keys to Erich's success in patent monetization.* Impact of America Invents Act (AIA): Addressing the ramifications of AIA, Erich explains how his collaboration with Kyle Bass aimed to showcase its flaws and its current role in pharma patent challenges.* Future of Patent Transactions: Despite challenges, Erich remains optimistic about utilizing blockchain and AI for creating an efficient marketplace for patents.Notable Quotable:"Not every patent asset is a great one. As a matter of fact, the vast majority of them aren't."Thank you for reading Voice of IP. Share with others! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.voiceofip.com
Nvidia moving lower once again and our options trader says red flags have been popping up in the entire tech trade. Plus, Kyle Bass joins us to weigh in on current market leadership and where he's seeing opportunities right now. And real estate power broker Ryan Serhant is in-studio ahead of the launch of his new Netflix show, “Owning Manhattan,” with the trends he's seeing in the NYC luxury real estate market.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Television and Radio broadcast live from the Milken Institute Global Conference featuring Jeremy Allaire, CEO at Circle, Anu Aiyengar, Global Head of M&A at JPMorgan, State Street CEO Ron O'Hanley, Mark Attanasio, Crescent Capital Co-Founder and Milwaukee Brewers Chairman & Principal Owner, Ken Kencel, CEO at Churchill Asset Management, Joe Baratta, Head of Private Equity at Blackstone, Stephanie Drescher, Chief Client & Product Development Officer at Apollo Global Management, Connor Teskey, President at Brookfield Asset Management and Kyle Bass, Founder and CIO at Hayman Capital. Hosts: Carol Massar and Romaine Bostick. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Kyle Bass is the Founder & CIO of Hayman Capital Management. In this conversation, we talk about global conflict, why the traditional financial system incentives attacks on each other, China, Taiwan, Ukraine, Russia, Hamas, Israel, why inflationary pressures will continue to be a problem across the world, bitcoin, gold, and portfolio construction. ======================= Introducing Espresso - the world's most interactive portable display. They have a portable screen that is incredibly light, comes with a nice stand, and the user interface is very easy. Anyone who listens to this podcast can go to us.espres.so/pomp. They have a brand new offer waiting for you. ======================= BetOnline.ag is a proud sponsor of the the Pomp Podcast. Use crypto to bet on sports, play poker and enjoy casino games at BetOnline. Visit https://promotions.betonline.ag/pomp and use promo code POMP100 to receive a 100% matching bonus on any crypto deposit. BetOnline boasts no crypto transaction fees, and processing is anonymous, instantaneous and secure. ======================= Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ ======================= View 10k+ open startup jobs: https://dreamstartupjob.com/ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/
On today's episode, Clay chats with Kyle Bass, the founder and principal of Hayman Capital Management. Hayman's first major success came from effectively shorting the housing market in 2008, and Kyle was profiled in Michael Lewis' book The Big Short. After seeing Chinese stocks drop 20% over the past year, I invited Kyle back onto the show because he has been sounding the alarm bells for years on a market correction in Chinese markets. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:01 - Why China is potentially preparing to invade Taiwan. 06:59 - How China has been restricting data and information flow to foreigners. 09:16 - Major military, mainland, and legal actions the CCP has taken in the past few years. 19:55 - Why foreign direct investment to China has collapsed in recent years. 25:53 - Potential sanctions the US may implement if China invades Taiwan. 33:38 - What Kyle is seeing in the Chinese real estate market. 39:33 - Whether he sees the crisis in Chinese affecting other markets globally. 47:10 - Why he believes the Fed is out of touch with reality. 54:48 - How Kyle is positioned as an investor today. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Hayman Capital Management's website. Conservation Equity Management's website. Related Episode: TIP396: China and the Macro Impact w/ Kyle Bass | YouTube Video. Follow Kyle on Twitter. Follow Clay on Twitter. Learn more about the Berkshire Summit by clicking here or emailing Clay at clay@theinvestorspodcast.com. Check out all the books mentioned and discussed in our podcast episodes here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Fidelity NetSuite Toyota TurboTax Wise NerdWallet Linkedin Marketing Solutions Babbel Shopify Fundrise Vacasa HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices
My new book Reframe Your Brain, available now on Amazon https://tinyurl.com/3bwr9fm8 Find my "extra" content on Locals: https://ScottAdams.Locals.com Content: Politics, Mollie Hemingway, Ronna McDaniel Resignation, Vivek Ramaswamy, Kevin McCarthy, Antisemite Trolls, Constitutional Amendments, Government Censorship, Gina Carano, Disney Lawsuit, Axios, Border Bill Analysis, Kyle Bass, Senator Murphy, Mitch McConnell, Ted Cruz, J6 Insurrection Hoax, Nikki Haley's Donors, Tucker Putin Interview, Alex Jones, Israel Hamas War, Scott Adams ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure. --- Support this podcast: https://podcasters.spotify.com/pod/show/scott-adams00/support
Last Call speaks with Kyle Bass to examine the complexities of China's economic challenges -- and how they can impact investors everywhere.
The biggest individual donors have been notably absent in the GOP primaries: Wall Street investors. So far, big investors haven't opened their wallets for Republican frontrunner and former President Donald Trump. But they haven't rallied around any of his challengers, either. In fact, they're just as fatigued by the options as everyday American voters, many of whom grimace at the thought of a rematch between Trump and President Joe Biden. Bloomberg's Saleha Mohsin talks with Kyle Bass, who is plugged into the world of political money and is close with major donors, and Bloomberg politics editor Laura Davison about what investors want out of the 2024 election, the impact of their donations and what their hesitancy means for this consequential election.Corrects to remove reference to billionaire in podcast and third paragraph.See omnystudio.com/listener for privacy information.
Sponsor special: Up to $2,500 of FREE silver AND a FREE safe on qualifying orders - Call 855-862-3377 or text “AMERICAN” to 6-5-5-3-2As China grapples with a real estate and banking crisis and a demographic disaster, where is China's economy headed? What kinds of calculations is Chinese leader Xi Jinping making vis-à-vis Taiwan?In this episode, we sit down with Kyle Bass, founder of Hayman Capital Management and a founding member of the Committee on the Present Danger: China.What are the dangers of the Chinese central bank digital currency? And what's in store with the upcoming Taiwan election?Views expressed in this video are opinions of the host and guests, and do not necessarily reflect the views of The Epoch Times.
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Carl Quintanilla and Sara Eisen tackle today's biggest Money Movers including Boeing and Nvidia. Hayman Capital's Kyle Bass joins the show on investing in China.
We have fresh signs that the economy is slowing, and hedge fund manager Kyle Bass says things are about to slow a lot more from here. He'll join us with the biggest risks and opportunities he sees in the market right now. Plus, XPO shares are soaring on the back of earnings. The CEO is here with his read on the freight market. And the CEO of Spirit Halloween joins us ahead of the big day with his take on the consumer, commercial real estate, and the trends he's seeing this year.
Fr. Ralph and co-host Bobby Weltner bring you the life and times of Notre Dame's oldest and most storied residence hall, St. Edward's. With Nikolai Eggleton as guest host, this week's guests are Vladimir Petrescu, Steds freshman and resident Romanian, and Kyle Bass, Steds senior and bread maker, followed by Good News and Weather with Nikolai.
Buy my stuff Come to rebel capitalist live at https://rebelcapitalistlive.comCheck out my private, online investment community (Rebel Capitalist Pro) with Chris MacIntosh, Lyn Alden and many more for $1!! click here https://georgegammon.com/proRebel capitalist merchandise https://www.rebelcapitaliststore.com
Big tech censorship of the Voice begins, 11 million Australians watch Matildas game, Federation Square scrapped as Matildas fan site. Plus, Kyle Bass joins the show to discuss China and the COVID cover-up.See omnystudio.com/listener for privacy information.
Bruce Lehrmann seeks millions of dollars in compensation over rape allegation he claims is false, Sharri sits down with him for an exclusive interview. Plus, Kyle Bass on how close China is to start a war with Taiwan.See omnystudio.com/listener for privacy information.
Kyle Bass thinks China will attack Taiwan in 2024.www.watchdogonwallstreet.com
Part of the series, "Summer at Journey Church."
Texas-based hedge fund manager J. Kyle Bass, the founder and chief investment officer of Hayman Capital Management and founder of private equity firm Conservation Equity Management, joins Julia La Roche for a wide-ranging discussion on macro, geopolitics, and the rising threat of China. 0:00 Intro 0:35 ‘Out of body experience' meeting with former central bankers, academics 3:30 Fed is ‘completely out of touch with reality' 5:30 This has nothing to do with the Phillips Curve 6:58 Chain-weighting inflation 9:57 Frictions in society 12:15 Heading toward a recession 14:15 Commercial real estate 19:22 Yellen's trip to China 26:00 Wall Street greed 21:03 Is the business community waking up? 26:20 Exposure to China 28:00 Risk of invading Taiwan 30:00 Talk about what Xi Jinping says 34:00 Should be ringing alarm bells about China 38:00 Need peace through strength 41:00 Economic War Department is needed 44:00 We sit at a hinge in history right now
Investor Kyle Bass bet big against subprime mortgages ahead of the 2008 financial crisis, and now he's betting against office space. He joins Kelly to defend his call. Plus, our market guest has two international AI plays for your portfolio, and one of them has matched Nvidia's gains YTD! And is the IPO freeze starting to thaw? We'll debate.
What are the real takeaways from the recent G7 Summit and how do they demonstrate a shift in international relations? Join us for an enlightening conversation with our guest Kyle Bass, as we discuss the significance of the G7 Summit, its press coverage in Hiroshima, and the formation of rival blocks with China, Russia, Iran, and North Korea as the ‘bad guys'. As we dive deeper into geopolitics, we'll also explore China's war preparations and their impact on global supply chains, from the increasing number of exit bans to the updated espionage laws. Moreover, we'll examine the complexities and risks of investing in China, considering the lack of rule of law and audits, and whether fiduciaries are neglecting their responsibilities by remaining invested in the country. ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditionsThe Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts SpotifyFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:
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In this 2 hour special, we break down what really happened on April 15th 2013 at the Boston Marathon. The main competitors had been done for several hours when the staged event kicked off at 2:49 PM ET. This conspiracy reaches everyone from Chris Kyle, to the CFR. Show notes: Boston Marathon Bombing Timeline: Revised and Expandedhttps://www.globalresearch.ca/boston-marathon-bombing-timeline-revised-and-expanded/5377544FBI Agents Killed in Virginia Were Investigating the Boston Bombinghttps://www.globalresearch.ca/fbi-agents-killed-in-virginia-were-investigating-the-boston-bombing/5336347This was a Total Hoax – a False Flag Operation – To Take Away Our Remaining Rights By Lorraine Day, M.D. https://www.goodnewsaboutgod.com/studies/political/newworld_order/boston_marathon.htmBoston Bombing: Craft International Trained Mercs at Bombing Location Before Attackhttps://beforeitsnews.com/opinion-liberal/2013/04/boston-bombing-craft-international-trained-mercs-at-bombing-location-before-attack-2459064.htmlJ. Kyle Bass, Founder & Chief Investment Officerhttps://www.haymancapital.com/leadership/Craft Silent About Role in Boston Bombinghttps://www.thetruthseeker.co.uk/?p=94949Boston bombing and martial law: More proof that police state 'safety' doesn't workhttps://www.naturalnews.com/040038_Boston_marathon_police_state_public_safety.htmlIbragim Todashev's wife denies her husband was involved in the Boston bombings and triple murderhttps://www.youtube.com/watch?v=ziLYN3l81TMPeekay DITRH Blow Boston Marathon Bombing to Pieces on Caravan to Midnighthttps://153news.net/watch_video.php?v=RN8B8AK6O29R
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Everyone's talking about whether or not the Fed needs to take interest rates to 6% now. But what if even that number is too low?According to the “Taylor Rule,” rates should be headed towards 10%. Is that really feasible? We'll ask “Taylor Rule” creator John Taylor himself.Plus, office REITs have been crushed by rising rates and slowing demand. But there's one better positioned than the rest. We'll reveal the name.And, Kyle Bass is calling Xi Jinping's latest moves “installing a war cabinet.” So should you stay away from investing in China? We'll debate.
Brilliant investors Kyle Bass, Jordi Visser, and Robert Mullin discuss the markets in 2023, the fed, energy prices, China and more. Stream the live event now. Kyle Bass is the Co-Founder and CEO of Conservation Equity Management, a private equity firm focused on environmental sustainability and conservation. He is also the Founder and Chief Investment Officer of Hayman Capital Management, a hedge fund that generates returns through a combination of long and short positions based on macroeconomic trends and events. Kyle is widely recognized for his macroeconomic and global financial market investments, particularly his accurate prediction of the collapse of the US housing around the Global Financial Crisis. Jordi Visser is the President and CIO at Weiss Multi-Strategy Advisers, overseeing portfolio managers and managing overall risk. Jordi is the mastermind behind the Weiss Alternative Multi-Strategy Fund (WEISX) and brings extensive experience in global macro investing. Before joining Weiss in 2005, Jordi was the founding Managing Partner of Anchor Point Asset Management, a global macro fund. He also has a background in trading various global equity derivative books as a former Managing Director at Morgan Stanley. Robert Mullin is the Founding Partner and Portfolio Manager of Marathon Resource Advisors and brings over 25 years of expertise in natural resource investing to the table. Marathon manages RAEIF LP, a strategy that invests across the global natural resource public equity markets and aims for capital gains and sustainable inflation-protected income. With a proven track record in managing portfolios and generating returns, Robert has led Marathon to become a leading player in the space.Sign up for Prometheus: https://app.prometheusalts.com/ Learn about us: https://prometheusalts.com/ Prometheus Studios: https://studio.prometheusalts.com/ Follow Us: Instagram: https://www.instagram.com/prometheusa... Twitter: https://twitter.com/PrometheusAlts/ Facebook: https://www.facebook.com/PrometheusAlts/
The transition to clean energy is an extremely important and noble cause but achieving future net-zero targets “will be very, very difficult.” That's the message from Wil VanLoh, the Founder and CEO of Quantum Energy Partners, a private equity firm that's been building energy companies for nearly a quarter century. Wil also happens to be a long-time friend of Kyle's, and in the second installment of our ‘Best of 2022' series, the pair discuss the urgency needed to address major problems in the global energy market and the necessity of the clean energy transition. As Wil puts it, “This is an issue of humanity, and if we don't get it right, the consequences are dire.” Recorded on May 30, 2022. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Protesters across China are risking their own safety and freedom to push back against President Xi Jinping and his ‘zero-covid' policy. CNBC's Beijing Bureau Chief Eunice Yoon reports from Beijing, one of the country's many locations of unrest, on the activist risks, the student-strong upheaval, and how watching the World Cup pushed many Chinese citizens to speak out. Global event-driven investor Kyle Bass, CIO of Hayman Capital Management, discusses the unrest and its impact on companies caught in the thick of it–like Apple. Plus, in the wake of Thanksgiving, airlines suffered some turbulence, and Disney saw mixed results at the box office. Get out your popcorn; the House of Mouse is bracing for Bob (the first) Iger, back in the CEO saddle. In this episode:Kyle Bass, @JkylebassEunice Yoon @onlyyoontvJoe Kernen, @JoeSquawkBecky Quick @BeckyQuickCameron Costa, @CameronCostaNY
What we learned after the latest Chinese Party Congress.This episode is sponsored by Nexo.io, Circle and FTX US.On this edition of the “Weekly Recap,” NLW gives an overview of the 20th Chinese Party Congress, including the power moves made by President Xi Jinping, Western reactions and why the leader is shifting from economics to ideology. As referenced in the episode, check out ‘The 4 Wars We Could Fight With China,' Feat. Kyle Bass.-Nexo Pro allows you to trade on the spot and futures markets with a 50% discount on fees. You always get the best possible prices from all the available liquidity sources and can earn interest or borrow funds as you wait for your next trade. Get started today on pro.nexo.io.-Circle, the sole issuer of the trusted and reliable stablecoin USDC, is our sponsor for today's show. USDC is a fast, cost-effective solution for global payments at internet speeds. Learn how businesses are taking advantage of these opportunities at Circle's USDC Hub for Businesses.-FTX US is the safe, regulated way to buy Bitcoin, ETH, SOL and other digital assets. Trade crypto with up to 85% lower fees than top competitors and trade ETH and SOL NFTs with no gas fees and subsidized gas on withdrawals. Sign up at FTX.US today.-“The Breakdown” is written, produced by and features Nathaniel Whittemore aka NLW, with editing by Rob Mitchell and research by Scott Hill. Jared Schwartz is our executive producer and our theme music is “Countdown” by Neon Beach. Music behind our sponsors today is “War” by Enoch Yang. Image credit: Lintao Zhang/Getty Images, modified by CoinDesk. Join the discussion at discord.gg/VrKRrfKCz8.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Today's guest is Kyle Bass, Founder and Chief Investment Officer of Hayman Capital Management, an investment manager of private funds focused on global event-driven opportunities. In today's episode, Kyle touches on his famous nickel collection, the current macro environment, and why he thinks people need to stop fat shaming oil companies. The second half of the episode touches on Kyle's newest venture, Conservation Equity Management, an environmental sustainability private equity firm. He walks us through his thesis and explains why he's buying real assets during a time when people are thinking about the metaverse. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by AcreTrader. AcreTrader is an investment platform that makes it simple to own shares of farmland and earn passive income, and you can start investing in just minutes online. For more information, please visit acretrader.com/meb. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!
Waterbreak: 09/04/2022 Intro Good evening America! What does Big Eva and Joe Biden have in common, besides possible appearances on Epstien’s plane? They both are losing their minds. This Reminds me the difference between an atheist and big eva? The atheist is honest about not following the teachings of Christ. Most of the team is back and we are going to talk about So, grab your best scotch or Dr. Pepper and enjoy the show. Plug Redballoon Not so long ago, the American dream was alive and well. Employees who worked hard were rewarded, and employers looked for people who could do the job, not for people who had the right political views. RedBalloon.work is a job site designed to get us back to what made American businesses successful: free speech, hard work, and having fun. If you are a free speech employer who wants to hire employees who focus on their work and not identity politics, then post a job on RedBalloon. If you are an employee who is being censored at work or is being forced to comply with the current zeitgeist, post your resume on RedBalloon and look for a new job. redballoon.work, the job site where free speech is still alive! www.redballoon.work Belly Flop or Canon Ball What do you think are the top issues facing the evangelical church? Pastoral burnout? The LGBT=+ identity crisis? Fighting for your state to make abortion illegal? Church leaders getting arrested during the “pandemic”? This should be easy. Well, this past week, The National Association of Evangelicals came out with a report titled: “Loving the Least of These: Addressing a Changing Environment” and the goal of this study is to highlight how climate change will have the greatest impacts on those in poverty. Never mind what the pandemic did to the poor, no, big eva has to join with Greta Thunberg and speak against big Chrisitan families who own suburbans. Big Eva is in trouble, in trouble like Biden’s economy is in trouble. Biden’s economy is inflated with all the helium reserves of government school economics and Big Eva fog machines are running out. The tweet of the week came from GoThoughtLeader which stated: “Those who are angry about the loan forgiveness because they have already paid theirs off are like the day workers in Jesus' parable who are angry that the master paid the same amount to the laborers who showed up later in the day. #debtforgiveness #Forgiveness” Now, to be clear, this is a parody account, but he fooled some people, because it sounds so big eva. The point I want to drive home is that Big Eva will only address issues that the liberals give them permission to address, like climate change, immigration, or student loan forgiveness. This is why big eva went silent during the pandemic. This is why big eva whispers about RoeVWade being overturned. This is why big eva refuses to say anything that actually might set liberals off. But we want to be antifragile Chrisitans. The kind of Chrisitans that do not care what man thinks of us, and the kind of Christians that will say exactly what God wants us to say, in season and out of season. Our culture is full of cancer, and this cancer is impacting our classrooms, our politicians, our churches, our businesses and big eva will not stand up and fight against this cancer. It is refreshing when guys like Joe Rogan or Aaron Rodgers speak up, but shame on big eva for their silence. Just this passed week, Kyle Bass is an American investor and founder of Conservation Equity Management, was on Squawk Box speaking against ESG…  Rod Martin respond to this video: https://notthebee.com/article/cnbc-guest-drops-straight-facts-about-the-disastrous-and-evil-esg-and-green-energy-policies-which-will-end-up-starving-the-poor-children-of-the-world-and-killing-many-of-them ESG will bankrupt businesses. Joseph Backholm -On Thursday night Joe Biden addressed the nation, and he tried to cast republicans as anit-democratic and destructive. Listen to this clip. -https://twitter.com/Cernovich/status/1565497000958652416?s=20&t=VE-okLEJwc3953G7rsAuUg Jacob Daniel: It is clear that our political leaders want to label and cast identity onto groups of people in order to control the narrative and maintain power, how should we as Christians sort through identity politics? How has our identity politics been fueled by a lack of discipleship from the church? News that John Branyan can trust: Sharks Dogs Cry Trump Isn't Satan Farley Blames Baptists for Inflation and Global warming. Outro: Go find ways to engage this world with your gifts and abilities, don’t hide your faith under a bushel, and to live out the Lordship of Christ in every area of your life. This is the Waterboy with Waterbreak, until next Sunday, go Fight Laugh and Feast. Images for Monologue *Russel Moore double masked
My new book LOSERTHINK, available now on Amazon https://tinyurl.com/rqmjc2a Find my "extra" content on Locals: https://ScottAdams.Locals.com Content: Climate Alarmism Deaths Prediction AI's rate of change Zoom school, major failure Kyle Bass on ESG climate deaths President Biden's semi-fascist TRAP for republicans What we're NOT being told about Mar-a-Lago boxes ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure. --- Support this podcast: https://anchor.fm/scott-adams00/support
Kyle Bass, founder and CIO of the global events-focused hedge fund Hayman Capital Management, discusses Europe's energy crisis, China's tenuous path forward, and how both are affecting his portfolio strategy. As employees gear up for a employer-mandated return to the office, Korn Ferry's Alan Guarino and journalist and Yale lecturer Joanne Lipman discuss politics, power, and pressures of a 2022 workplace. Plus, Tesla is in the crosshairs of a labor debate, Peloton's lost its trading momentum, and California's trying to change the game for fast food. In this episode:Kyle Bass, @JkylebassJoanne Lipman, @joannelipmanMelissa Lee: @MelissaLeeCNBCJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY
On this in-depth episode Charlie zeroes in on America's number one adversary, China. Charlie welcomes two guests that have been on the forefront of protecting American sovereignty against the CCP. Starting with Kyle Bass, China expert and CIO of Haymen Capitol, they dive deep in to China's over-leveraged financial position, and explains in great detail all of that country's glaring economic weaknesses, and they are many. Next, Senator Marsha Blackburn joins the program to discuss her efforts against China— one of the few America First politicians who have led on this critical issue. How can we stop the CCP from buying up huge swaths of land in America, especially near critical intelligence and military sites? Is China a paper tiger after all? Support the show: http://www.charliekirk.com/support See omnystudio.com/listener for privacy information.
The Bureau of Labor Statistics reported on Friday that the consumer price index increased 8.6% from a year ago and 1% from a month ago in May. Both readings exceeded expectations and re-centered for the Federal Reserve and the White House the problem of fixing 40-year-high inflation. According to Peter Boockvar, the CIO of Bleakley Advisory Group, "The odds of 50 basis points at the September meeting of the FOMC are back to 100%." Not coincidentally, the University of Michigan's consumer sentiment index plumbed an all-time low in May. Boockvar joins Real Vision's Andreas Steno Larsen to talk about today's CPI report, the market's reaction, and whether the Fed will be able to tame inflation and manage a “soft landing” for the economy at the same time. We also hear from Kyle Bass and Wil VanLoh about how money-printing and war have contributed to this historic inflation surge. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3O60H7h. Watch the full conversation featuring Kyle Bass and Wil VanLoh here: https://rvtv.io/3NEKq9v. Learn more about your ad choices. Visit megaphone.fm/adchoices
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